Use these checklists as standard content guides. Every workstream submits the weekly template each Friday by 17:00 and the monthly template on the first business day of the new month. The PMO consolidates them into the programme dashboard.
Weekly Status Template – Checklist
- Header – Workstream name, reporting week (ISO week number), preparer, date
- RAG Summary – One‐word status for schedule, budget, scope, risk, issues
- Progress Highlights
• Three key accomplishments this week
• One‐sentence critical‐path commentary - Milestones Due in Next 14 Days
• Task ID, description, due date, confidence (High / Medium / Low) - Schedule Variance
• Tasks slipped >2 days: ID, reason, new date, mitigation action - Budget Snapshot
• Approved budget, actuals to date, forecast to complete, variance amount and % - New Risks Raised
• ID, description, probability (1–5), impact (1–5), owner, mitigation due date - Open Issues
• ID, severity (1–3), ageing (days open), next action, Tier escalation status - Dependencies
• Upstream tasks needed from other workstreams in next two weeks
• Downstream tasks others rely on - Resource Call-Outs
• FTE shortages or overloads >20 % in next four weeks - Requests for Steering Committee
• Decisions or trade-offs needed, with deadline
Monthly Executive Template – Checklist
- Header – Workstream and month covered, version number, preparer, submission date
- Overall RAG Status – Schedule, budget, scope, risk, TSA exit progress
- Milestone Performance
• Planned vs. actual completions, % on time
• Upcoming critical milestones in next 60 days - Earned-Value Metrics
• Planned value, earned value, actual cost, SPI & CPI (Schedule & Cost Performance Index) - Cumulative Budget Summary
• Baseline, approved changes, actuals, estimate at completion (EAC), variance % - Top Five Risks
• ID, description, current score, trend (↑ / ↓ / ↔), mitigation owner - Top Five Issues
• ID, severity, days open, resolution ETA, escalation status - TSA Exit Dashboard
• Services exited this month, services at risk (Amber/Red), upcoming exit dates - Resource Utilisation
• Planned vs. actual FTEs, contractor spend, forecast next quarter - Lessons Learned & Process Improvements
• Brief bullets to be fed into PMO continuous-improvement log - Change-Control Summary
• Approved change requests this month, impact on scope, schedule, budget - Executive Decisions Required
• Clear, actionable asks with supporting data and required decision date
Submission & Review
- Weekly templates loaded to the collaboration portal by Friday 17:00; PMO aggregates for Monday dashboard.
- Monthly templates due by close of business on the first workday; PMO prepares Steering-Committee deck within three days.
